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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,681 | $154,228-17.9% | $145,433-12.9% | $137,256-7.7% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 16.29% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,064 | $4,804-36.2% | $4,554-32.7% | $4,156-26.3% |
| Participant deferral / active EE | $6,991 | $8,216-14.9% | $7,897-11.5% | $6,407+9.1% |
| Admin fee / account holder | $1,281 | $14,344-91.1% | $13,129-90.2% | $12,270-89.6% |